Should I invest in DSP Nifty Midcap 150 Quality 50 Index Fund - Direct?

We don't give personal investment advice. DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

DSP

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW

Latest NAV

₹13.6900

As of

3 Jun 2026

939 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.67%	+0.14%	+0.53	38 / 296	Q1
1W	-0.57%	-1.13%	+0.55	123 / 296	Q2
2W	+0.89%	+0.01%	+0.87	49 / 296	Q1
1M	+1.41%	-0.63%	+2.04	16 / 296	Q1
3M	+3.07%	-0.19%	+3.26	56 / 291	Q1
6M	-1.68%	-2.63%	+0.95	159 / 285	Q3
YTD	-1.04%	-2.85%	+1.81	160 / 287	Q3
1Y	-1.37%	+0.85%	-2.23	181 / 269	Q3
2Y	-0.54%	+3.09%	-3.63	161 / 188	Q4
3Y	+10.83%	+10.07%	+0.76	44 / 149	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+8.71%	+6.44%	+2.28	90 / 294	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.04%	-2.86%	+1.82	156 / 282
2025	-6.06%	+5.41%	-11.47	200 / 226
2024	+19.42%	+13.06%	+6.36	42 / 159
2023	+28.62%	+21.46%	+7.17	33 / 121
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.35%

35 windows

min -10.3% · max 43.9%

69% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+11.56%

11 windows

min 10.3% · max 13.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.42%

3-year · annualised

Sharpe ratio

0.32

vs risk-free 6.5%

Sortino ratio

0.46

Downside-only deviation

Max drawdown

-25.34%

Oct 2024 → Feb 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty Top 20 Equal Weight Index Fund - Direct	HDFC	₹9.5781	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7711	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.3204	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹13.6911	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.2370	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹15.7841	3 Jun 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.1463	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹21.9187	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹13.6900
2 Jun 2026	₹13.8071
1 Jun 2026	₹13.7157
29 May 2026	₹13.8225
27 May 2026	₹14.0312
26 May 2026	₹13.8865
25 May 2026	₹13.8422
22 May 2026	₹13.7621
21 May 2026	₹13.7305
20 May 2026	₹13.6957

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW is ₹13.6900. It's a Index Fund from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW has NAV history starting from 04 Aug 2022, a track record of about 3 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW is managed by DSP. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW has delivered a absolute return of -1.37% — -2.23 pp behind the Index Fund category average of 0.85%. The fund ranks #181 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW has delivered a CAGR of 10.83% — +0.76 pp ahead of the Index Fund category average of 10.07%. The fund ranks #44 of 149 in its category — the second (Q2) quartile.

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW exactly 3 years ago would be worth approximately ₹136,143 today — a multiplier of 1.36×, based on the 3-year CAGR of 10.83%. The category average over the same window would have grown ₹1 lakh to ₹133,348.

A ₹10,000 monthly SIP in DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹380,776 today. That's an XIRR (money-weighted annualised return) of 3.67%.

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹380,776 — XIRR 3.67%.

On a 3-year basis, DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW ranks #44 out of 149 funds in the Index Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.07%; this fund delivered 10.83%.

The worst peak-to-trough decline DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW has experienced over the last 3-year window is 25.34% — its NAV fell from a high on 01 Oct 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW averaged 11.56% (best 13.43%, worst 10.25%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.32 — weak risk-adjusted performance.

In calendar year 2025, DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW returned -6.06% — lagging the Index Fund category average of 5.41% by 11.47 pp. It ranked #200 of 226 in its category that year.

DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.